Memphis, TN Ridge Lake Blvd Office

Robert Woodend is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, previously working at Ameriprise and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers managed account solutions, including proprietary and third-party platforms.

Joshua Black is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His career includes prior roles at LPL Financial and First Command, as well as a brief tenure at Merrill. Outside of his advisory work, he holds ownership interests in Silver Leaf, Inc., a business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model and utilizes multiple strategies and technology platforms to deliver both discretionary and non-discretionary investment services.

Jarrod Trouy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2020 and previously held roles at Memphis Planning and Wealth, The University of Memphis, Target, and Bed Bath & Beyond. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions. The firm employs a fiduciary-based advisory model, combining client risk assessment with the use of third-party managers and proprietary technology platforms.

Lisa Clapper is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 14 years of industry experience. Her prior experience includes roles at Raymond James & Associates and Morgan Stanley. She also manages Strategic Advisory Services, LLC, an independent investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory and managed account programs. The firm employs a fiduciary-based model that integrates technology platforms and third-party strategists to tailor investment solutions.